Best Financial Advisors near Kettering, OH

We have 2 firms in Kettering on file, and both are on this list, along with 22 from Dayton (16, 6 mi), Beavercreek (3, 4 mi) and Centerville (3, 4 mi).

20 rated 4.5+ · 1 shows a license

Data verified October 16, 2026

Secure Future Advisors

Secure Future Advisors

(1)
“Excellent customized financial planning”
Transparent Fees & Pricing
In Business Since 2012
4489 Far Hills Ave, Kettering, OH
i
The Bayer Financial Group

The Bayer Financial Group

(1)
“They really support the local community as well!”
In Business Since 2008
1948 E Whipp Rd, Kettering, OH
i
Artifex Financial Group

Artifex Financial Group

(2)
“All of my experiences with the people here have been great!”
BBB Rating: A+
In Business Since 2009
Dayton, OH · 6 mi from Kettering
i
Anderson Financial Strategies

Anderson Financial Strategies

(10)
  • Portfolio
  • Future
  • Market
“Always leading edge advice and never fails to stay on top of the latest and greatest to ensure my financial portfolio and future are the most profitable possible.”
Family Business
Transparent Fees & Pricing
In Business Since 2012
Dayton, OH · 6 mi from Kettering
i
Gudorf Financial Group

Gudorf Financial Group

(5)
  • Educate
  • Retirement
  • Knowledge
“I am very satisfied with my experience at GFG; Danny and Allison are highly competent retirement and wealth management planners, who do very thorough analysis to suit your needs, but explain things in a very common sense and understandable way.”
Remote Consultations Available
In Business Since 2020
Dayton, OH · 6 mi from Kettering
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Consultax Financial Group

Consultax Financial Group

(2)
“Great staff,excellent service!!”
BBB Rating: A+
In Business Since 1971
Dayton, OH · 6 mi from Kettering
i

The 24 firms listed for Kettering, OH provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Kettering, OH

23 of the 24 firms on this page have a rating, from 4.1 to 5.0 across 99 reviews; 20 are rated 4.5 or higher. 1 shows a license on its website; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation and 3 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 23 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Kettering listed here?

2 of the 24 firms are located in Kettering. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Jessup Wealth Management

Jessup Wealth Management

(3)
“Great group of people.”
Family Business
In Business Since 2009
Dayton, OH · 6 mi from Kettering
i
Covenant Planning

Covenant Planning

(2)
“Not only do they understand the shift in planning and investment strategy at retirement, they also understand that to be an effective advisor, the amount of compassion and understanding has to match the level of expertise.”
Transparent Fees & Pricing
In Business Since 2019
Dayton, OH · 6 mi from Kettering
i
Birchcreek Wealth Management

Birchcreek Wealth Management

(7)
  • Goals
  • Team
“I have been a client of Birchcreek since its very beginning and can thankfully say that the guidance and help from Dan Johnson and the entire staff give me direction and peace of mind every single day!”
CFP Certified
In Business Since 2019
Dayton, OH · 6 mi from Kettering
i
Russell Total Wealth and Wellness

Russell Total Wealth and Wellness

(7)
  • Meeting
“Recommend”
In Business Since 2012
Dayton, OH · 6 mi from Kettering
i
Alternative Divorce Solutions

Alternative Divorce Solutions

(2)
  • Fee
“I worked most closely with Alyssa who was always available for a call or meeting, typically on very short notice which was so helpful when quick or new deadlines arose.”
Free Initial Consultation
In Business Since 2018
Dayton, OH · 6 mi from Kettering
i
ABN Financial

ABN Financial

(6)
  • Successful
  • Email
  • Leadership
“I am beyond grateful for the potential I have with this company no matter where else I've worked, the ladder always had an ending point where you couldn't climb up anymore.”
In Business Since 2011
Dayton, OH · 6 mi from Kettering
i
Adams Wealth Management Group

Adams Wealth Management Group

Accepts All Major Credit Cards
In Business Since 2002
Dayton, OH · 6 mi from Kettering
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Davenport Financial Group

Davenport Financial Group

(3)
  • Company
“I have worked with Cory for several years now.”
In Business Since 2017
Dayton, OH · 6 mi from Kettering
i
Tim Adams CPA - 320 Financial

Tim Adams CPA - 320 Financial

(3)
“Prior to Tim Adams joining our team our systems were very outdated which made our records very hard to maintain and it became increasingly frustrating when would could not locate specific data in a timely manner.”
In Business Since 2021
Dayton, OH · 6 mi from Kettering
i
Westminster Financial Sec

Westminster Financial Sec

Family Business
BBB Rating: A+
In Business Since 1990
Beavercreek, OH · 4 mi from Kettering
i
Sanderson Accounting

Sanderson Accounting

(3)
“I had what I thought was a very complicated tax year and they made it look easy.”
Transparent Fees & Pricing
In Business Since 2005
Beavercreek, OH · 4 mi from Kettering
i
Fitz Financial Services

Fitz Financial Services

(1)
“I highly recommend using her and referring her to other friends and clients.”
In Business Since 2007
Dayton, OH · 6 mi from Kettering
i
McGillivary & Ippisch Wealth Advisors

McGillivary & Ippisch Wealth Advisors

(1)
“I highly recommend Tim and his team if you are looking for a financial advisor.”
In Business Since 1998
Dayton, OH · 6 mi from Kettering
i
Dillhoff Financial Services

Dillhoff Financial Services

In Business Since 2009
Dayton, OH · 6 mi from Kettering
i
Lake Forest Financial Advisors

Lake Forest Financial Advisors

Licensed
In Business Since 2022
Centerville, OH · 4 mi from Kettering
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Gallagher Pool Wealth Management

Gallagher Pool Wealth Management

(2)
“Charlie pool”
In Business Since 2012
Centerville, OH · 4 mi from Kettering
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Rodriguez Financial Strategies

Rodriguez Financial Strategies

(2)
“I am in my late 20's and starting a good foundation for my retirement is important to me .”
In Business Since 2006
Beavercreek, OH · 4 mi from Kettering
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Fiduciary Wealth Group

Fiduciary Wealth Group

(2)
“Excellent advice and services”
In Business Since 2018
Centerville, OH · 4 mi from Kettering
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Retirement Planning and Investment Management Services in Kettering, OH Cost Estimates

Minimum cost
$1048
Maximum cost
$8903
National Average
$3142
Avg Per Hour Rates
$315
$2095
$5761
Typical price range is based on 407 cost profiles
Click to copy
Successfully copied!
Average Cost $3142
Minimum cost $1048
Maximum cost $8903
Avg Per Hour Rates $315

Typical range $2095 to $5761 is based on 407 cost profiles.

Why these companies made our list

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